Civic Intelligence

Iron Workers Local 399 Vacation Fund

990 • Fiscal year 2018 • EIN 22-2978334

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 11, 2018

Organization ProfileN/A

View Organization Page

409 Crown Point RoadWestville, NJ 08093

(856) 456-9018

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

91st percentile

0.80x

Higher debt load relative to assets than 91% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

79th percentile

0.15x

Higher debt load relative to revenue than 79% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Net Margin

45th percentile

0.4%

Higher net margin than 45% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

91st percentile

$268,406

Higher top officer pay than 91% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2018

Asset Growth

98th percentile

169%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

97th percentile

102%

Faster revenue growth than 97% of similar nonprofits.

2018 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets91st percentile

Assets

Up

$762,864

Up $479,329 (+169%) from 2017

Net Assets

Up

$153,425

Up $141,166 (+1152%) from 2017

Liabilities

Up

$609,439

Up $338,163 (+125%) from 2017

Revenue And Expenses
Liabilities / Revenue79th percentileNet Margin45th percentile

Revenue

Up

$4,151,707

Up $2,100,539 (+102%) from 2017

Expenses

Up

$4,133,795

Up $2,086,607 (+102%) from 2017

Net Income

Up

$17,912

Up $13,932 (+350%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$800K$600K$400K$200K$0Assets 2011: $136,982Liabilities 2011: $101,659Net Assets 2011: $35,3232011Assets 2012: $249,596Liabilities 2012: $225,276Net Assets 2012: $24,3202012Assets 2013: $247,290Liabilities 2013: $234,456Net Assets 2013: $12,8342013Assets 2014: $251,344Liabilities 2014: $242,699Net Assets 2014: $8,6452014Assets 2015: $202,840Liabilities 2015: $197,895Net Assets 2015: $4,9452015Assets 2016: $331,634Liabilities 2016: $323,355Net Assets 2016: $8,2792016Assets 2017: $283,535Liabilities 2017: $271,276Net Assets 2017: $12,2592017Assets 2018: $762,864Liabilities 2018: $609,439Net Assets 2018: $153,4252018Assets 2019: $615,463Liabilities 2019: $492,054Net Assets 2019: $123,4092019Assets 2020: $581,610Liabilities 2020: $445,311Net Assets 2020: $136,2992020Assets 2021: $374,642Liabilities 2021: $225,448Net Assets 2021: $149,1942021Assets 2022: $465,240Liabilities 2022: $303,666Net Assets 2022: $161,5742022Assets 2023: $7,127Liabilities 2023: $65Net Assets 2023: $7,0622023

Highlighted filing

2018

Assets$762,864
Liabilities$609,439
Net Assets$153,425
Open 2018 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $1,849,599Expenses 2011: $1,859,807Net Income 2011: -$10,2082011Expenses 2012: $2,233,3332012Expenses 2013: $1,592,9652013Revenue 2014: $1,600,899Expenses 2014: $1,605,088Net Income 2014: -$4,1892014Revenue 2015: $1,712,219Expenses 2015: $1,715,919Net Income 2015: -$3,7002015Revenue 2016: $2,355,588Expenses 2016: $2,352,254Net Income 2016: $3,3342016Revenue 2017: $2,051,168Expenses 2017: $2,047,188Net Income 2017: $3,9802017Revenue 2018: $4,151,707Expenses 2018: $4,133,795Net Income 2018: $17,9122018Revenue 2019: $3,977,148Expenses 2019: $4,007,164Net Income 2019: -$30,0162019Revenue 2020: $3,506,526Expenses 2020: $3,493,636Net Income 2020: $12,8902020Revenue 2021: $3,082,296Expenses 2021: $3,069,401Net Income 2021: $12,8952021Revenue 2022: $1,838,030Expenses 2022: $1,825,650Net Income 2022: $12,3802022Revenue 2023: $6,949Expenses 2023: $161,461Net Income 2023: -$154,5122023

Highlighted filing

2018

Revenue$4,151,707
Expenses$4,133,795
Net Income$17,912
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 11, 2018
Return Version
2017v2.2
Gross Receipts
$4,151,707
Mission and Program Overview

Mission

To provide vacation benefits to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$261,641$611,536▲ $349,895
Rtn Earn Endowment Incm Other Fnds$12,259$153,425▲ $141,166
Cash and Non-Interest-Bearing Accounts$21,894$151,078▲ $129,184
Prepaid Expenses and Deferred Charges-$250-
Total Assets$283,535$762,864▲ $479,329
Liabilities
Other Liabilities$266,776$604,639▲ $337,863
Accounts Payable and Accrued Expenses$4,500$4,800▲ $300
Total Liabilities$271,276$609,439▲ $338,163
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,259$153,425▲ $141,166
Total Liabilities and Net Assets / Fund Balance$283,535$762,864▲ $479,329
Compensation and Service Providers
Top Officer Pay91st percentile

Employees

NameTitleFull / Part TimeOtherTotal
Richard SweeneyUnion TrusteePT$268,406$268,406
Paul LenkowskiUnion TrusteePT$251,799$251,799
Gary BrownUnion TrusteePT$161,444$161,444

Board Members and Trustees

NameTitle
Fred ArcherEmployer Trustee
Joseph MerlinoEmployer Trustee
Michael BarronEmployer Trustee
Gary Brown-
Paul Lenkowski-
Richard Sweeney-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,151,511
Investment Income
$196
Other Revenue
$0
Change in Net Assets
$17,912

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,151,707
Total Revenue per Audited Statements
$4,151,707
Total Revenue per Form 990
$4,151,707
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$15,470
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$4,118,325
Other Expenses---$8,076
Fees for Services Accounting---$5,100
Fees for Services Legal---$1,141
Office Expenses---$1,076
Insurance---$77
Total Functional Expenses$0$0$0$4,133,795

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$4,133,795
Expenses per Audited Statements$3,788,548
Total Expenses per Audited Statements$3,788,548
Expenses Not Reported on Financial Statements$345,247
Other Expense Adjustments$345,247
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Vacation Benefits Payable$604,639
Due to Local 399 Annuity Fund-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Iron Workers Local 399 Vacation Fund
EIN
22-2978334
Phone
8564569018
Address
409 CROWN POINT ROAD, WESTVILLE, NJ 08093

Signing Officer

Name
Richard Sweeney
Title
President
Phone
8564569018
Signed
2018-12-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Sweeney
Formed
1989
Legal Domicile
Nj
Voting Board Members
6
Independent Board Members
3
Employees
0
Volunteers
0

Preparer

Firm
Fischer Dorwart Pc
Address
16 W VASSAR ROAD, AUDUBON, NJ 08106
Preparer
Stephen M Dorwart
Phone
8563100990
Supplemental Narrative

Additional Explanations

Pt VI, Line 2

“Robert & Richard Sweeney are father and son.”

Pt VI, Line 11B

“The 990 is reviewed by the responsible officer before signing.”

Pt VI, Line 19

“The documents are made available at the Fund office.”

Pt XI

“Transfer due to merger”

Financial Statement Notes

Pt XII, Line 4B

“Change in benefits obligations.”

Raw XML Appendix367 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0Iron Workers Local Union 399
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1Iron Workers Local 399 Annuity Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2Iron Workers Local 399 Target Fund
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3Iron Workers Local 399 Apprentice Fund
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2TARGET BENEFIT FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3Apprentice Training Program
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0409 Crown Point Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1409 Crown Point Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2409 Crown Point Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3409 Crown Point Road
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0Westville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1Westville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2Westville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3Westville
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd008093
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd108093
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd208093
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd308093
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0true
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0true
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0true
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0283535
IRS990/TotalAssetsEOYAmt0762864
IRS990/TotalAssetsGrp/BOYAmt0283535
IRS990/TotalAssetsGrp/EOYAmt0762864
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04133795
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0271276
IRS990/TotalLiabilitiesEOYAmt0609439
IRS990/TotalLiabilitiesGrp/BOYAmt0271276
IRS990/TotalLiabilitiesGrp/EOYAmt0609439
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012259
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0153425
IRS990/TotalOtherCompensationAmt0277959
IRS990/TotalProgramServiceRevenueAmt04151511
IRS990/TotalRevenueGrp/ExclusionAmt0196
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04151511
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04151707
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0283535
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0762864
IRS990/TotReportableCompRltdOrgAmt0403690
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0409 CROWN POINT ROAD
IRS990/USAddress/CityNm0WESTVILLE
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008093
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RICHARD SWEENEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum08564569018
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IRON WORKERS LOCAL 399 VACATION FUND
ReturnHeader/Filer/BusinessNameControlTxt0IRON
ReturnHeader/Filer/EIN0222978334
ReturnHeader/Filer/PhoneNum08564569018
ReturnHeader/Filer/USAddress/AddressLine1Txt0409 CROWN POINT ROAD
ReturnHeader/Filer/USAddress/CityNm0WESTVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008093
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C62D06C3A46DDBABD633800C0633C00191D3551C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0B4F67A1DF554F5AD01E9A0B9742CDB9C08890C57
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt073.160.234.8
ReturnHeader/FilingSecurityInformation/IPDt02019-04-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:00:48
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FISCHER DORWART PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt016 W VASSAR ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUDUBON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008106
ReturnHeader/PreparerPersonGrp/PhoneNum08563100990
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEPHEN M DORWART
ReturnHeader/ReturnTs02019-04-08T12:00:57-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$762,864
Liabilities
$609,439
Net assets
$153,425
Revenue
$4,151,707
Expenses
$4,133,795
Net income
$17,912
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.01$0.00$0.01$0.01$0.16$0.15
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.30$0.16$1.84$1.83$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.37$0.23$0.15$3.08$3.07$0.01
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.58$0.45$0.14$3.51$3.49$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.62$0.49$0.12$3.98$4.01$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.76$0.61$0.15$4.15$4.13$0.02
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.28$0.27$0.01$2.05$2.05$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.33$0.32$0.01$2.36$2.35$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.20$0.20$0.00$1.71$1.72$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.25$0.24$0.01$1.60$1.61$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.23$0.01$1.59
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.25$0.23$0.02$2.23
2011Summary only. Only limited summary data is available for this year.$0.14$0.10$0.04$1.85$1.86$0.01
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)9 • $1M-$5M nonprofits